Atlantic Union Bankshares’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Atlantic Union Bankshares’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.36M	Sell	212,420 -11,271	-5%	-$285K	0.09%	193
2026 Q1	$5.67M	Buy	223,691 +4,271	+2%	+$109K	0.11%	172
2025 Q4	$5.59M	Sell	219,420 -8,911	-4%	-$227K	0.1%	176
2025 Q3	$5.83M	Sell	228,331 -9,539	-4%	-$242K	0.11%	175
2025 Q2	$6.05M	Buy	+237,870	New	+$5.99M	0.14%	147

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atlantic Union Bankshares's IBDT Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 5% in Q2 2026, selling an estimated $285K and leaving 212,420 shares worth $5.36M. The position accounts for 0.09% of the portfolio, ranked #193.

Atlantic Union Bankshares first reported a position in IBDT in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.05M in Q2 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Atlantic Union Bankshares held 212,420 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $5.36M as of Q2 2026.
Atlantic Union Bankshares sold 11,271 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $285K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.09% of Atlantic Union Bankshares's portfolio in Q2 2026, its #193 holding.
Atlantic Union Bankshares first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
Atlantic Union Bankshares's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $6.05M in Q2 2025.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.